How To Achieve Salesforce Lightning Migration Success?

With Salesforce getting more advanced, it becomes a must for businesses to adopt everything that’s trending with Salesforce. So, if you are still using Salesforce Classic, it’s time to consider Salesforce Lightning migration and make the switch.

Moving to Salesforce Lightning is leveraging the best capabilities of Salesforce to achieve easier operations and increased efficiency. But to ensure all the advantages, it is important that the transition is safely made and the migration process is a success.

Steps to Achieve Salesforce Lightning Migration

To ensure that the process of Salesforce Lightning migration is successfully carried out, here are some steps that will help you stay on the right path.

• Setting Up Right

Before starting the migration process, it is important to discuss everyone who is involved in the transition for a better understanding of the process. You can discuss the implementation processes that will be followed, the steps involved, and the final results.

• Promoting the Benefits

Along with understanding what the new system is, you also need to know the benefits of using it. And to get a clear view of the benefits, users need to know how Salesforce Lightning migration will help to improve the current way of working.

Know the benefits of Salesforce Lightning would make user adoption easier as people will know how the new interface will improve their working processes.

• Perform a Health Check

Migration from Classic to Lightning requires you to perform a data health check, which helps to know the scope of the migration process. Using Salesforce Health Check, you can see the status of your current system to make sure you plan a safe transition of clean data.

• Collaborate with a Representative Working Group

Getting in touch with a representative working group allows you to work with people who are passionate about Salesforce. The group needs to have a decision makes and users belonging to different business levels. It is important that this group should be cross-functional so each team would know the right way to incorporate the new experience with Salesforce Lightning migration.

• Handle any Resistance to Change

It is possible that you might witness some users who will be resistant to change, which can decrease the usability of the platform. This is where documentation proves to be vital. You also need to ensure change management policies and user agreements are reflective of where you are going.

Documentation is an efficient way to reach the people who are resistant to change. It provides them the clear information about everything that’s new and how it could benefit when used.

• Focus on Training

You need to ensure that the user training and education practices have been taken to make sure the respective users of Salesforce Lightning would be well-versed with how to use the new interface.

It is important to help users to find their way around the new features and experience after they have moved to Lightning. Salesforce provides many tutorials and training videos to guide people through the user adoption process.

Plan the Salesforce Lightning Migration Right

Moving to Salesforce Lightning is a great approach for any business, but it is important to make sure you make a safe transition. This is where hiring experts can be of great help who can help you move to the Lightning experience quickly, without any data loss.

Reach out to Salesforce experts at 360 Degree Cloud to know more about migrating to Salesforce Lightning experience

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